Clients
17 active · click a row for checklist, tasks & messages
Active (17)
| Client | Business | Status | Where they stand | Owner | Next action | Due (PT) | Waiting on | Last client msg | Paperclip | GHL location | Verified |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alexis Folsom | Business not confirmed | On track | Website-only; Dan said it's OK. Marked do-not-disturb (no outreach). | Client Services | Match business name internally | — | — | Sep 8, 9:39 AM PT | — | — | Nov 5, 3:15 PM PT |
| Cathy & Tom | The Barn at Collins Crest | Unverified | Cathy approved the site Aug 6. Which account/domain is theirs isn't confirmed. | Client Services / CTO | Match account and domain; fill checklist | Nov 6, 3:00 PM PT | Us | Aug 6, 9:13 AM PT | https://os.badaaas.com/BAD/issues/BAD-1721 | — | Nov 5, 3:15 PM PT |
| Devante | Pro Vets Pressure Washing | Unverified | Website handed off. Has number +1 904-410-1338. Whether he can log in and the rest of what he bought was delivered isn't proven. | Client Services | Fill checklist from proof | Nov 6, 3:00 PM PT | Us | Oct 21, 3:05 PM PT | https://os.badaaas.com/BAD/issues/BAD-1721 | 60mqvUeI3AjQBxVF6rgY | Nov 5, 3:15 PM PT |
| Geri | Greenberg Chiropractic & Acupuncture | Waiting on Dan | Asked about ongoing fees Nov 4 3:08 PM; ~24h past same-day promise. Contact-form test today: site_ghl_not_connected — form success ≠ email proof. 97-post blog recovery still Unverified. | CEO (fee) / CTO (form) | Dan picks fee amount + scope; CTO repairs email notification route (no resend) | Nov 6, 12:00 PM PT | Dan | Nov 4, 5:17 PM PT | BAD-1509BAD-1195https://os.badaaas.com/BAD/issues/BAD-1723 | — | Nov 5, 3:40 PM PT |
| Jeremy | Your Junk Pro | Behind | Site live on Vercel. GHL 0 numbers; Trust Center Start Registration with no brand/campaign. 5:31 phone-plan + 6PM phone-repair checkpoints MISSED/unchanged; quotes/pending orders/inactive review+missed-call saves Unverified. Job-photo emails still UNREAD. | Launch Agent | Quotes + permitted payer; save review/missed-call inactive; provision number under gates; CTO repair controls | Nov 6, 12:00 PM PT | Us | Nov 4, 7:27 PM PT | https://os.badaaas.com/BAD/issues/BAD-1720BAD-1134 | N3pJtrKOSsrBAjWgmbIy | Nov 5, 6:08 PM PT |
| JETZ | JETZ Auto Group | Behind | Sacramento towing site has Ads tag AW-992789498; tag firing and promised Oct 3 blog link Unverified. | CTO | Prove tag + blog link or post blocker; Client Services answers | Nov 6, 3:00 PM PT | Us | Oct 3, 3:25 PM PT | https://os.badaaas.com/BAD/issues/BAD-1723 | — | Nov 5, 3:40 PM PT |
| John | Pro Merchant Savings | Fire | Nov 4 2:32 PM complaint STILL UNREAD/unreplied (1a1a8b0df9ef153c). Reply checkpoints MISSED. Exact reply awaits Dan approval (9926cff9). CEO confirms dedicated towing page; form inbox delivery Unverified; bounded form-test authorization absent. | CTO / Launch / Reply Desk / Client Services | Dan approve exact complaint reply then CS send with receipt; Launch finish consent check + bounded form-test approval before any send | Nov 5, 4:45 PM PT | Dan (complaint copy) | Nov 4, 2:32 PM PT | https://os.badaaas.com/BAD/issues/BAD-1736BAD-1014BAD-1738BAD-1723 | MD8tHnfr4XTmcDJIzqbk | Nov 5, 6:34 PM PT |
| Jon | Visita | Behind | SEO answered by Dan ~4:07 PM. Logo + Rise Pediatric email still UNREAD. Ack Unverified under mailbox security stop. Rise division still Needs Dan confirm. Logo originals/preview Unverified. | Reply Desk (replies); Launch (site); CEO (Rise confirm) | Confirm Rise Pediatric scope; resolve mailbox restriction before ack + logo retrieval; no duplicate SEO | Nov 5, 6:15 PM PT | Dan (Rise confirm; logo ignore) | Nov 5, 3:09 PM PT | BAD-438BAD-1010BAD-1720BAD-1110BAD-1111 | — | Nov 5, 6:34 PM PT |
| Kevin | Wild Roots Hauling | Unverified | Sent attachments Oct 17 that were never reviewed. Has number +1 458-209-2550. | Client Services | Review attachments; fill checklist from proof | Nov 6, 3:00 PM PT | Us | Oct 17, 10:26 AM PT | https://os.badaaas.com/BAD/issues/BAD-1721 | v6ItU2KQfXshCzO4FilA | Nov 5, 3:15 PM PT |
| Lance McHan | Lance McHan Realtor | On track | Kickoff Fri Nov 6 12 PM PT. Login/reminder Unverified; 0 phones. Kickoff TZ/quiet-hours correction Unverified — unblock PATCH 409 due unresolved BAD-1723; blocked count remains 3. | Client Services + CTO | Prove login + reminder before kickoff | Nov 6, 10:00 AM PT | Kickoff | Nov 4, 3:53 PM PT | https://os.badaaas.com/BAD/issues/BAD-1721BAD-1185BAD-1552 | 4q70HDVbuHdM42CGJq10 | Nov 5, 6:34 PM PT |
| Margaret | Krpan Margaret DC | On track | Website-only; Dan said it's OK. | Client Services | Watch for new requests | — | — | Oct 1, 4:21 PM PT | — | — | Nov 5, 3:15 PM PT |
| Michele & Richard | Doble Chiropractic | Fire | Reply SENT 4:11:27 PM PT with website Site Admin URL (not Vision) + magic link to mecka@mac.com. Nov 5 ask no longer UNREAD. Successful login still Unverified. Older Nov 2 emails still UNREAD (Reviewing confusing 1a19dfa8d7c2135d; Rich password 1a19df89ef6743ab). | Client Services + CTO | Prove Michele can sign in via doblechiropractic.com/admin; triage Nov 2 unread asks; no Vision invite | Nov 6, 12:00 PM PT | Us (login proof) | Nov 5, 2:59 PM PT | https://os.badaaas.com/BAD/issues/BAD-1721BAD-1716BAD-1717 | RuhZIUZfXqt16m1cqMHk | Nov 5, 5:34 PM PT |
| Oscar | Munoz Services LLC | Behind | Portal owner membership and Nov 2 individual-account sign-in verified; invitation delivery Unverified. Exact client answer drafted, unsent (needs Dan approval). Has +1 623-239-5546. | Client Services + CTO | Dan approves exact answer; then send; confirm login today | Nov 6, 12:00 PM PT | Dan (exact reply) | Nov 2, 12:12 PM PT | https://os.badaaas.com/BAD/issues/BAD-1721BAD-1724 | TKJLNcpwEgvwUFshHw6b | Nov 5, 3:40 PM PT |
| Peter | A Royals Towing LLC | Fire | Google listing verification still NOT submitted — Google support reports Something went wrong; snapshot 7 has no submit controls; no case/receipt. 5:30 PM status checkpoint MISSED. Erick notice read but full review/reply Unverified. | Launch Agent / Client Services | Recover legitimate Google support form; submit with case receipt; Erick full review Fri 8 AM | Nov 6, 12:00 PM PT | Us | Nov 5, 3:22 PM PT | https://os.badaaas.com/BAD/issues/BAD-1720BAD-1681BAD-1686BAD-1755BAD-1721 | JXTJ0hx2dveAx8AWdpSM | Nov 5, 6:34 PM PT |
| Stephanie | HEIR Cafe & Events | Behind | Public calendar shows dates/slots; full booking and Oct 30 complaint outcome Unverified. Has +1 442-419-1056 with Voice AI. | CTO then Client Services | Controlled booking test + proof; then answer (Dan reviews complaint copy) | Nov 6, 12:00 PM PT | Us | Oct 30, 1:54 PM PT | https://os.badaaas.com/BAD/issues/BAD-1723 | 7tl0VyRfoq5B5I8dnuP8 | Nov 5, 3:40 PM PT |
| Victoria Clemans | Law Offices of Victoria Clemans | On track | Kickoff Fri Nov 6 1 PM PT on Dan's calendar. Business phone added to kickoff prep today. GHL still 0 phone numbers for automations. | Client Services | Verify readiness before kickoff; collect domain, Google listing access, past-customer list | Nov 6, 11:00 AM PT | Kickoff | Nov 5, 8:09 AM PT | https://os.badaaas.com/BAD/issues/BAD-1721BAD-981 | zWrqTLGrbnMMy9BmMcwK | Nov 5, 3:40 PM PT |
| Viktoriia & Robert | The Kult LA | Fire | Unhappy about results. Her 12:08 PM ask today got an information reply at 1:31 PM. All other sends are on Dan's hold. | CEO | Hold; any further reply goes to Dan first | — | Dan | Nov 5, 12:08 PM PT | BAD-1443BAD-1719 | PkdMCggAN3lerFXTcCCW | Nov 5, 3:15 PM PT |
Cancelled (5)
| Client | Business | Status | Where they stand | Owner | Next action | Due (PT) | Waiting on | Last client msg | Paperclip | GHL location | Verified |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alexza | Clearview Pools LLC | Cancelled | Cancelled Nov 5 per Dan — stop all work (brand/EIN fix and number plan included). Launch FIRE REPORTs after cancel ignored. | — | — | Sep 24, 6:13 PM PT | https://os.badaaas.com/BAD/issues/BAD-1720 | EN13UMkgSVAXA64BWjQq | Nov 5, 5:34 PM PT | ||
| Doug | Mr Sweeps | Cancelled | Never started; no charge. | — | — | Oct 21, 1:33 PM PT | — | — | — | ||
| Rachel | Rapid Restoration and Construction | Cancelled | Cancelled Nov 3; goodbye sent; automations stopped. | — | — | Nov 3, 11:43 AM PT | BAD-1292 | wp0gfLnqHGLPVCniGyNH | — | ||
| Richard | Myreliablecleanup | Cancelled | Cancelled. | — | — | Oct 1, 6:15 PM PT | — | Z7fPHa6A0oxgVKIkRW3Y | — | ||
| Ziq | AT Towing | Cancelled | Cancelled Nov 5 per Dan — stop number purchase and unsent address/review drafts. Launch FIRE REPORTs after cancel ignored. | — | — | Oct 27, 8:34 AM PT | https://os.badaaas.com/BAD/issues/BAD-1721BAD-1720BAD-1724 | K1fuM6V0oHLnUHKCRJdt | Nov 5, 5:34 PM PT |
Leads / unconfirmed (2)
| Client | Business | Status | Where they stand | Owner | Next action | Due (PT) | Waiting on | Last client msg | Paperclip | GHL location | Verified |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abloom / Detroit / Derma / Care2Clean / Compound Purity | Unconfirmed leads cluster | Lead | Unconfirmed | Show up in messages but paid status not established. Detroit opted out; Care2Clean restricted. | Client Services | Due: Match against records | — | — | — | — | — | — |
| Roberta Blair Thompson | Lead | Lead | Possible new client; we replied Nov 4 6:55 PM. | CEO / Growth | Confirm if she signed | — | — | — | — | — | — |